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Kingsview Wealth Management’s Starwood Property Trust STWD Stock Holding History

Kingsview Wealth Management’s Portfolio STWD Stock Details STWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$776K Buy
47,381
+6,145
+15% +$107K 0.01% 822
2026
Q1 		$710K Buy
41,236
+10,043
+32% +$180K 0.01% 783
2025
Q4 		$562K Buy
31,193
+7,134
+30% +$131K 0.01% 805
2025
Q3 		$466K Buy
24,059
+2,821
+13% +$56.8K 0.01% 822
2025
Q2 		$426K Buy
21,238
+5,487
+35% +$107K 0.01% 827
2025
Q1 		$311K Buy
15,751
+1,612
+11% +$31.7K 0.01% 876
2024
Q4 		$268K Sell
14,139
-335
-2% -$6.64K 0.01% 952
2024
Q3 		$295K Buy
14,474
+821
+6% +$16.4K 0.01% 893
2024
Q2 		$259K Sell
13,653
-2,489
-15% -$48.5K 0.01% 892
2024
Q1 		$328K Buy
16,142
+4,460
+38% +$90.3K 0.01% 791
2023
Q4 		$246K Sell
11,682
-2,537
-18% -$49.8K 0.01% 827
2023
Q3 		$275K Buy
14,219
+271
+2% +$5.5K 0.01% 781
2023
Q2 		$271K Buy
13,948
+1,589
+13% +$28.2K 0.01% 774
2023
Q1 		$219K Sell
12,359
-13,751
-53% -$266K 0.01% 809
2022
Q4 		$479K Buy
26,110
+14,632
+127% +$291K 0.02% 520
2022
Q3 		$209K Buy
+11,478
New +$260K 0.01% 750

Other funds holding STWD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
ACM
Advisors Capital Management Ridgewood, New Jersey $9.45B AUM 27.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Kingsview Wealth Management's STWD Position: Q2 2026 in Review

Kingsview Wealth Management increased its Starwood Property Trust (STWD) stake by 15% in Q2 2026, buying an estimated $107K and bringing the position to 47,381 shares worth $776K. The position accounts for 0.01% of the portfolio, ranked #822.

Kingsview Wealth Management first reported a position in STWD in Q3 2022 and has held it in 16 quarters since. 517 funds tracked by Wall St. Rank hold STWD as of Q2 2026.

  • Kingsview Wealth Management held 47,381 shares of Starwood Property Trust worth $776K as of Q2 2026.
  • Kingsview Wealth Management bought 6,145 Starwood Property Trust shares in Q2 2026, an estimated $107K.
  • Starwood Property Trust made up 0.01% of Kingsview Wealth Management's portfolio in Q2 2026, its #822 holding.
  • Kingsview Wealth Management first reported a position in Starwood Property Trust in Q3 2022 and has held it in 16 quarters since.
  • 517 funds tracked by Wall St. Rank held Starwood Property Trust as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.